True Wealth Design LLC raised its position in Lockheed Martin Co. (NYSE:LMT – Free Report) by 350.0% during the 4th quarter, HoldingsChannel reports. The fund owned 2,250 shares of the aerospace company’s stock after buying an additional 1,750 shares during the quarter. Lockheed Martin comprises about 0.3% of True Wealth Design LLC’s portfolio, making the […]
Coastwise Capital Group LLC trimmed its position in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 20.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 3,442 shares of the credit services provider’s stock after selling 885 shares during the […]
Vivaldi Capital Management LP increased its position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 17.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 32,015 shares of the company’s stock after acquiring an additional 4,753 shares during the quarter. Vivaldi […]
Vivaldi Capital Management LP lifted its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 28.1% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 5,816 shares of the company’s stock after acquiring an additional 1,277 shares during the period. […]
Pathstone Holdings LLC purchased a new stake in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 138,458 shares of the company’s stock, valued at approximately $33,474,000. Pathstone Holdings LLC owned 0.22% of Vanguard Small-Cap […]